Client Overview: Jasco Inc., a global leader in analytical instruments, specializes in chromatography and molecular spectroscopy. Operating in 57 countries, they provide advanced solutions to manufacturers and research labs.
The Challenge: Jasco struggled with an outdated On-Premises Dynamics 365 system, limiting their digital operations and lead management. They needed a modern CRM solution to improve efficiency and streamline processes, particularly for assigning and tracking leads.
Our Solution: enCloud9, led by Deborah Burgesser, implemented Dynamics 365 Sales, including a Lead Assignment Rule Table with over 900 rules, and updated form captures. This solution automated lead assignments and improved data management, significantly enhancing Jasco’s sales processes.
Results Achieved: Completed in three months, the project transformed Jasco’s digital infrastructure, providing a centralized, automated system for sales and lead management. This has greatly improved efficiency and customer interaction.
Conclusion: Jasco continues to work with enCloud9 for ongoing enhancements, including potential integrations like Adobe Sign and international lead management. This collaboration has positioned Jasco for continued innovation and leadership in their field.
